CWG

Cornerstone Wealth Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 20.85%
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.4M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.5M

Top Sells

1
+$15M
2
+$9.82M
3
+$6.68M
4
SU icon
Suncor Energy
SU
+$4.3M
5
PTON icon
Peloton Interactive
PTON
+$3.75M

Sector Composition

1 Technology 10.86%
2 Financials 8.8%
3 Healthcare 5.74%
4 Consumer Discretionary 5.3%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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